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Name Holding Trade Value Shares
Change
Change in
Stake
TC
676
Trilogy Capital
California
$470K +$426K +3,392 New
IPW
677
Invictus Private Wealth
Colorado
$466K -$17.2K -137 -4%
BWP
678
Baldwin Wealth Partners
Massachusetts
$463K
FCI
679
Financial Counselors Inc
Kansas
$454K -$87K -692 -17%
HAG
680
HighPoint Advisor Group
Illinois
$452K +$1.89K +15 +0.4%
SSWM
681
Sheets Smith Wealth Management
North Carolina
$451K +$409K +3,251 New
HNB
682
Huntington National Bank
Ohio
$448K +$279K +2,222 +220%
DWT
683
Dorsey & Whitney Trust
South Dakota
$443K +$4.65K +37 +1%
IWA
684
Icon Wealth Advisors
Texas
$442K +$72K +573 +22%
STA
685
Summit Trail Advisors
New York
$442K +$93.9K +747 +31%
FP
686
Foundry Partners
Minnesota
$440K
BPCA
687
Bank Pictet & Cie (Asia)
Singapore
$440K -$52.9K -421 -12%
AA
688
Argent Advisors
Louisiana
$438K
AFC
689
AFT Forsyth & Company
Florida
$436K -$86.7K -690 -18%
EDRH
690
Edmond de Rothschild Holding
Switzerland
$435K +$132K +1,050 +50%
TC
691
TAP Consulting
Missouri
$433K
PFS
692
Prospera Financial Services
Texas
$433K +$132K +1,050 +51%
MCM
693
MAI Capital Management
Ohio
$428K +$108K +862 +39%
GIM
694
Granahan Investment Management
Massachusetts
$427K -$45K -358 -10%
TVM
695
True Vision MN
Minnesota
$426K +$16.5K +131 +4%
GI
696
GAMMA Investing
California
$423K +$47K +374 +14%
GL
697
Graypoint LLC
New York
$422K +$628 +5 +0.2%
HWM
698
HighMark Wealth Management
Minnesota
$419K -$4.78K -38 -1%
KIA
699
Knollwood Investment Advisory
Maryland
$419K
EGM
700
Engineers Gate Manager
New York
$418K -$1.6M -12,705 -81%